+8Hello,
I have a survey that has two workflows requesting approval through a retake URL. One for time off and one for funding. I would like to create a third workflow that will send an email to the requestor when both of the retakes have been completed and that notifies them of the outcome. I feel like this is doable, but not sure how… any help would be greatly appreciated.
Best answer by arunxmarchitect
Could you please share a few screenshots of your current setup? The design of the third workflow depends on how the original invite is sent and how the retake URLs are managed.
A few quick clarifications will help:
Does the retake URL create a new response or update the original one?
Is this using a personalized invitation or an anonymous link?
Once that’s clear, you can create the new workflow like this:
New Workflow Trigger Condition
Trigger: When a survey response is updated
Condition:
Embedded Data - TimeOffStatus ≠ “Pending”
Embedded Data - FundingStatus ≠ “Pending”
Action:
Send email to RequesterEmail
Thanks,
Arun
+3
Could you please share a few screenshots of your current setup? The design of the third workflow depends on how the original invite is sent and how the retake URLs are managed.
A few quick clarifications will help:
Does the retake URL create a new response or update the original one?
Is this using a personalized invitation or an anonymous link?
Once that’s clear, you can create the new workflow like this:
New Workflow Trigger Condition
Trigger: When a survey response is updated
Condition:
Embedded Data - TimeOffStatus ≠ “Pending”
Embedded Data - FundingStatus ≠ “Pending”
Action:
Send email to RequesterEmail
Thanks,
Arun
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